Frank Rambusch is a financial advisor with Argonautica Private Wealth Management, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He joined Argonautica in 2022 after tenure at Wells Fargo Advisors and Wells Fargo Clearing. Rambusch also holds an insurance license and consults clients on insurance coverage allocations. Argonautica Private Wealth Management serves individuals, retirement plans, non-profits, foundations, and businesses, managing approximately $533 million across a team of five advisors. The firm offers customized, risk-adjusted, and tax-conscious investment strategies combining active and passive approaches and provides services including portfolio management, financial planning, and retirement-plan advisory.

Edward Stent is a financial advisor at Family Legacy Financial Solutions, LLC in Cary, NC. He holds a Series 65 designation and has two years of prior experience at PKF O'Connor Davies. Stent joined Family Legacy in 2025. Family Legacy Financial Solutions serves individual and high-net-worth families, focusing on those planning for and transitioning into retirement. The firm employs an active, model-based investment approach using a proprietary risk-tolerance system and offers financial planning, discretionary investment management, licensed insurance and annuity sales, and affiliated tax-preparation services.

Megan Coyne is a CFP® with eight years of industry experience currently working at Keener Financial Planning since 2022. Her prior roles include positions at Woodward Financial Advisors, Marotta Wealth Management, JoycePayne Partners, and Handford Financial Strategies. Keener Financial Planning serves individuals, trusts, small businesses, organizations, and pension plans, offering modular financial planning and portfolio management through hourly or flat fees and ongoing retainers. The firm emphasizes a long-term, largely passive investment approach using low-cost index funds, with selective active management and regular portfolio reviews.

Marc Becker is a financial advisor at Discipline Wealth Solutions, Inc. in Durham, NC, with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Efficient Advisors, LLC, M. S. HOWELLS & cO., and Triad Advisors, Inc. Outside of his advisory role, Becker serves as the Investment Committee Chair for the Jewish Federation of Durham/Chapel Hill. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing investment advisory services through managed accounts, sub-advisory relationships, and retirement plan consulting. The firm tailors portfolios to client objectives and risk tolerances using a variety of strategies and offers participant-level education and plan support for retirement clients.

Robert Outen is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Kuhn Advisors, Inc. in Durham, NC. He has three years of industry experience, including time at Credit Suisse where he worked for ten years prior to joining Kuhn Advisors. Kuhn Advisors serves individual and high-net-worth clients, trusts, and charitable institutions, primarily through discretionary portfolio management and bundled financial planning. The firm employs a value-oriented, long-term investment approach focused on concentrated portfolios and actively managed funds.

Christine Foster Perry is a financial advisor at Absher Wealth Management, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Bank from 2007 to 2023. Absher Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm emphasizes tax-efficient, value-oriented portfolio management using a combination of qualitative, quantitative, technical, and relative-strength analysis.

Theodore Waechter Jr. is a CFP® professional with 16 years of experience in financial advising, currently serving at Old Peak Finance in Chapel Hill, NC. He has been with Old Peak Finance LLC since 2010. Old Peak Finance is a fee-only, fiduciary wealth management firm that provides comprehensive financial planning and portfolio management primarily to individuals, families, trusts, and estates, many of whom have multi-million dollar portfolios. The firm employs an evidence-based, asset-class investment approach focused on broad diversification, low costs, and long-term discipline, with a team composed entirely of CFP® professionals.

Matthew Pohlman is a financial advisor at Resurgent Advisors with 16 years of industry experience. He holds a Series 65 designation and has worked at Resurgent Financial Advisors LLC since 2021, following nine years at East Franklin Capital. Outside of his advisory role, he serves as a financial officer and board member of Pohlman CPA, PA, where he provides annual review and management guidance unrelated to investment activities. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities, offering financial planning and investment management services tailored to each client. The firm’s investment approach is based on fundamental analysis, with portfolios typically composed of mutual funds, ETFs, and allocations to independent sub-advisors, managed on both discretionary and non-discretionary bases.

Kenneth Nelson is a financial advisor at Hamilton Point Investment Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Admiral Capital Group and Driehaus Capital Management. Outside of finance, he serves on the board of Tecmotiv LLC, a company providing overhaul and repair services for military vehicles, and is a yoga instructor at CorePower Yoga. Hamilton Point Investment Advisors provides discretionary investment and wealth management services primarily to high-net-worth individuals and institutional clients. The firm employs a fundamentally driven, hybrid investment approach combining individual securities with mutual funds and ETFs, and it offers financial planning along with specialized strategies including alternatives and derivatives.

Michael Jackson is a CFA® charterholder with 26 years of experience in the financial services industry. He has been with Raymond James Financial Services since 2016 and was previously associated with Phoenix Financial, Inc. Jackson founded a nonprofit ministry focused on supporting mission projects and serves on the finance and investment committee of Triangle Grace Church. Phoenix Wealth Advisors is a seven-advisor team managing approximately $641 million in assets across about 1,593 accounts. The firm serves individuals (including high-net-worth clients), retirement plans, trusts, estates, and corporations, offering customized financial planning and wealth management that incorporates fundamental, technical, charting, and cyclical analysis alongside both long- and short-term investment strategies.

David Stephan is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Hamilton Point Investment Advisors, LLC since 2013. He is based in Chapel Hill, NC, and is part of a seven-advisor team at the firm. Hamilton Point provides discretionary investment advisory and wealth management services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $1.21 billion in discretionary assets using a fundamental analysis-based investment process that integrates proprietary stock selections with mutual funds, ETFs, and alternative strategies.

Patrick Dunn is a financial advisor at Olde Raleigh Financial Group in Raleigh, NC, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Fidelity Brokerage Services LLC for nine years before joining his current firm in 2026. Olde Raleigh Financial Group serves individuals, families, charitable organizations, and businesses by providing investment advisory and wealth management services. The firm employs a top-down, theme-based investment process combined with fundamental research, focusing on larger U.S. equities and customized portfolios aligned with clients’ goals and risk tolerance.

Avery Knowles is an advisor at Family Legacy Financial Solutions, LLC with a Series 65 designation and one year of industry experience. Prior to joining Family Legacy, Avery worked at Modern Woodman and the Academic Achieve Center UNGC. Family Legacy Financial Solutions serves individual and high-net-worth families, focusing on households planning for and transitioning into retirement. The firm employs an active, model-based investment approach using a proprietary risk-tolerance system and offers financial planning, discretionary investment management, and licensed insurance and annuity sales.

Allison Berger is a CFP® with 14 years of industry experience, currently serving at Financial Symmetry Inc. since 2008. She holds a Series 65 license and works out of Raleigh, NC. Financial Symmetry serves individual clients across various wealth levels, advising approximately 973 family groups with about $1.54 billion in assets under advisement. The firm employs an evidence-based, three-step investment process and offers services including financial planning, wealth management, small business 401(k) advice, and select tax-return preparation.

Trevor Chambers is a financial advisor at Olde Raleigh Financial Group with 11 years of industry experience. He holds a Series 66 designation and has been with Olde Raleigh Financial Group since 2017. Chambers is also president-elect of the Rotary Club of the Capital City and has been an active member since 2016. Olde Raleigh Financial Group provides investment advisory and integrated wealth management services to individuals, families, charitable organizations, and businesses. The firm uses a combined top-down, theme-based process and fundamental company research to manage discretionary portfolios, emphasizing larger U.S. equities alongside ETFs, cash, and limited fixed income or alternative allocations.

Riley Sutter is a financial advisor at Hilltop Wealth Advisors, LLC with a Series 65 credential and approximately one year of industry experience. Prior to joining Hilltop, Riley held roles at Delegate Advisors and BSG Advisers while attending UNC Chapel Hill. Hilltop Wealth Advisors serves individuals, trusts, estates, and business entities, including both high-net-worth and non-high-net-worth clients, providing financial planning, consulting, and discretionary investment management. The firm's investment process is based on fundamental analysis and tactical asset allocation, offering a range of model portfolios and ongoing account monitoring.

Todd Shand is a financial advisor with TradeWinds, LLC in Raleigh, NC, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing, A.G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. He is the owner of Shand Wealth Management LLC, an investment-related RIA based in Cary, NC. TradeWinds serves individual investors, retirement plans, small businesses, and corporations, offering discretionary wealth management and comprehensive financial planning. The firm employs proprietary strategies combining equities, mutual funds, and ETFs, with a range of analytical approaches and documented client suitability factors guiding allocation decisions.

Alexander Mihajlov is a financial advisor with Olde Raleigh Financial Group in Raleigh, NC, holding Series 63 and Series 66 licenses and having 42 years of industry experience. His prior roles include positions at Advisory Services Network, Raymond James Financial Services, Wells Fargo Clearing, and A.G. Edwards & Sons. Outside of financial advising, Mihajlov is a part owner of multiple non-investment-related businesses, including pest control companies and an industrial equipment sales firm, and he participates in an investment club. Olde Raleigh Financial Group provides investment advisory and wealth management services to individuals, families, charitable organizations, and businesses. The firm employs a discretionary, top-down, theme-based investment process combined with fundamental company research, focusing primarily on larger U.S. equities and customizing portfolios based on clients’ goals and risk tolerance.

Matthew Underwood is a CFA® charterholder with 13 years of experience in investment advisory. He is currently with Global Strategic NextGen OCIO, part of Global Strategic Investment Solutions, where he has worked since 2019. His prior experience includes roles at BB&T, Patriot Wealth, and Vanguard Advisers. Outside of his advisory work, he serves as a limited agent managing family retirement accounts. Global Strategic Investment Solutions provides discretionary portfolio management and third-party manager selection for high-net-worth individuals, donor-advised funds, endowments, and foundations. The firm employs a dynamic strategic asset allocation framework using proprietary quantitative models and emphasizes access to a broad range of investment vehicles, including public and private markets.

Garrick King is a CFP® professional with four years of industry experience, currently serving at Financial Symmetry Inc. in Raleigh, NC. His prior experience includes roles at US Trust and FTB Advisors, as well as a position at Campbell University. Financial Symmetry serves individual clients across a broad range of wealth levels, advising approximately 973 family groups with about $1.54 billion in assets. The firm employs an evidence-based investment process focused on diversified allocations and ongoing monitoring, offering services from financial planning to select private equity access for qualified investors.